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My latest conversation with @jvisserlabs is a deep dive into what is actually happening in financial markets.
Will Powell resign? Is the Fed actually independent? What are the real ramifications of recent crypto legislation? Why are $COIN and $HOOD exploding higher? And is bitcoin the new hurdle rate?
Enjoy!
TIMESTAMPS:
0:00 - Intro
1:09 - Pressure mounting for Powell to resign
4:28 - Ramifications of losing Fed independence
9:43 - Crypto week in DC recap
19:23 - Coinbase & Robinhood exploding
22:17 - Inflation & tariffs
29:27 - Why bitcoin is the new hurdle rate
32:23 - AI arms race is heating up
You can watch and listen to the full episode below.
YouTube:
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Apple:
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